Meet the team

We offer clients a full holistic financial planning serviceWe have a strong background in professional practiceThe main aim is to build a long term relationship with both personal and corporate clients

Jeremy Brooks

Director

0117 962 2962 Email me
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We offer clients a full holistic financial planning serviceWe have a strong background in professional practiceThe main aim is to build a long term relationship with both personal and corporate clients

Helen Ring

Office Administration

0117 962 2962 Email me
View profile
We offer clients a full holistic financial planning serviceWe have a strong background in professional practiceThe main aim is to build a long term relationship with both personal and corporate clients

Caroline Brooks

Office Administration

0117 962 2962 Email me
View profile

Jeremy Brooks

Jeremy has been an independent financial adviser for well over 20 years.

Helen Ring

Helen is responsible for the day to day running of the office.

Caroline Brooks

Caroline is a partner of Brooks Wealth Management, responsible for strategy, marketing, design and artwork.